WhitTier Trust Company’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

WhitTier Trust Company’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-788	Closed	-$23K	–	1006
2019 Q3	$23K	Hold	788	–	–	﹤0.01%	712
2019 Q2	$24K	Sell	788 -500	-39%	-$15.1K	﹤0.01%	705
2019 Q1	$39K	Hold	1,288	–	–	﹤0.01%	628
2018 Q4	$36K	Hold	1,288	–	–	﹤0.01%	626
2018 Q3	$44K	Hold	1,288	–	–	﹤0.01%	628
2018 Q2	$44K	Sell	1,288 -360	-22%	-$12.8K	﹤0.01%	629
2018 Q1	$58K	Hold	1,648	–	–	﹤0.01%	583
2017 Q4	$58K	Hold	1,648	–	–	0.01%	556
2017 Q3	$58K	Hold	1,648	–	–	0.01%	519
2017 Q2	$55K	Hold	1,648	–	–	0.01%	522
2017 Q1	$52K	Hold	1,648	–	–	0.01%	521
2016 Q4	$48K	Hold	1,648	–	–	0.01%	538
2016 Q3	$52K	Hold	1,648	–	–	0.01%	516
2016 Q2	$48K	Hold	1,648	–	–	0.01%	530
2016 Q1	$47K	Hold	1,648	–	–	0.01%	531
2015 Q4	$47K	Hold	1,648	–	–	0.01%	527
2015 Q3	$45K	Hold	1,648	–	–	0.01%	530
2015 Q2	$50K	Hold	1,648	–	–	0.01%	537
2015 Q1	$48K	Hold	1,648	–	–	0.01%	537
2014 Q4	$45K	Buy	+1,648	New	+$50.9K	0.01%	550

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WhitTier Trust Company's GWX Position: Q4 2019 in Review

WhitTier Trust Company sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2019, closing a stake of 788 shares — an estimated $23K sold.

WhitTier Trust Company first reported a position in GWX in Q4 2014 and held it in 20 quarters. The position peaked at $58K in Q1 2018. 190 funds tracked by Wall St. Rank hold GWX as of Q4 2019.

WhitTier Trust Company reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2019 after selling out during the quarter.
WhitTier Trust Company sold 788 State Street SPDR S&P International Small Cap ETF shares in Q4 2019, an estimated $23K.
WhitTier Trust Company first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2014 and held it in 20 quarters.
WhitTier Trust Company's State Street SPDR S&P International Small Cap ETF position peaked at $58K in Q1 2018.
190 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2019.

Based on WhitTier Trust Company's 13F filing for Q4 2019, filed 31 Jan 2020.